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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,228 | $81,457-60.4% | $103,378-68.8% | $80,911-60.2% |
| Participation rate | 76.0% | 66.8%+9.2pp | 74.5%+1.5pp | 67.6%+8.4pp |
| Annual return | 7.00% | 25.58%-18.6pp | 24.91%-17.9pp | 35.63%-28.6pp |
| Employer contribution / active EE | $5,060 | $3,107+62.8% | $3,870+30.7% | $2,756+83.6% |
| Participant deferral / active EE | $1,067 | $3,871-72.4% | $5,058-78.9% | $4,297-75.2% |
| Admin fee / account holder | $670 | $6,717-90.0% | $8,401-92.0% | $6,935-90.3% |